See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,451 | $80,717-38.7% | $154,803-68.1% | $84,808-41.7% |
| Participation rate | 82.9% | 66.8%+16.1pp | 78.1%+4.9pp | 68.3%+14.6pp |
| Annual return | 17.60% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,703 | $2,761-38.3% | $4,305-60.5% | $2,631-35.3% |
| Participant deferral / active EE | $4,488 | $3,303+35.9% | $5,540-19.0% | $4,212+6.6% |
| Admin fee / account holder | $2,766 | $6,746-59.0% | $14,329-80.7% | $7,344-62.3% |